Client Services Associate

Toler Financial Group, a small independent wealth management and financial planning firm, is seeking a Client Services Associate to assist us in our mission of helping clients achieve their financial goals. We serve our community as independent fiduciaries with client-centered financial planning and investment services.

full-time, in-office position based in downtown Silver Spring, Maryland

• Compensation: The salary range for this position is $55,000 – $65,000 annually, commensurate with experience and qualifications.
• Benefits: We are committed to supporting the well-being, professional growth, and long-term success of our team. Our comprehensive benefits package includes:
• Health, dental, and vision insurance
  , with access to a Health Savings Account (HSA).
• 401(k) retirement plan with employer matching contributions.
• Paid time off
  , including 15 days annually in the first year (increasing with tenure), as well as paid sick leave and holidays.
• Quarterly performance-based bonuses reflecting both firm and individual achievements.
• Technology and transportation reimbursements to support day-to-day work efficiency.
• Professional development and continuing education support to foster career advancement.
• A collaborative, mission-driven environment grounded in the firm’s fiduciary responsibilities and commitment to client service.

Toler Financial Group was formed to provide financial services to communities that are typically outsiders in the financial industry, including women, progressives, people of color and LGBTQ+. If this perspective speaks to you, this is your opportunity to use and grow your talents within a key role in our fast-growing organization.

Our financial planning services help clients gain financial literacy, prioritize their goals, and move into the future with a sense of calm. Our investment approach includes a strong commitment to sustainable investing and helping our clients express their values through their financial choices. We are a diverse and close-knit team culture, working together for the smooth functioning of our organization and for the financial success of our clients.

As a Client Services Associate, you will play a key role in supporting clients and ensuring their needs are met with efficiency, accuracy, and care. You will work closely with internal teams to provide excellent service, resolve client inquiries, and ensure a smooth client experience from onboarding through ongoing account management.

• Serve as the primary point of contact for client phone and email inquiries, requests, and service needs.
• Support financial advisors in daily client service activities, including scheduling meetings, preparing client materials, and processing transactions.
• Support client onboarding processes, ensuring all required documentation is completed accurately and promptly.
• Support clients with transactions, service changes, or account adjustments as needed.
• Proactively follow up with clients to ensure satisfaction and identify opportunities for enhanced service.

• 1–3 years work experience in client services and/or administrative support, required; prior experience in financial services, preferred.
• Bachelor’s degree or equivalent education/years of experience, required.
• Strong alignment with Toler Financial Group’s mission and values.
• Ability to commute daily to the Toler Financial Group office in Silver Spring, MD.
• Clean background check.
• Authorized to work in the United States.
• Personable, warm, and professional interpersonal communication throughout all client interactions (in-person, phone, and email).
• Strong attention to detail, follow-through, and organizational skills.
• Strong problem-solving skills with a client-first mindset; adaptable.
• Ability to work independently as well as collaboratively in a values-focused, team environment.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint); experience with a CRM plus.

You’ll be trusted to work independently, supported to keep learning, and encouraged to grow into new challenges. This role offers broad exposure across the firm and a chance to see how values-driven financial…